Creative Planning
OBK icon

Creative Planning’s Origin Bancorp OBK Stock Holding History

Creative Planning’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.7M Buy
89,202
+18,166
+26% +$756K ﹤0.01% 1418
2025
Q4 		$2.67M Buy
71,036
+8,788
+14% +$315K ﹤0.01% 1470
2025
Q3 		$2.15M Buy
62,248
+2,364
+4% +$87.5K ﹤0.01% 1488
2025
Q2 		$2.14M Buy
59,884
+8,941
+18% +$296K ﹤0.01% 1255
2025
Q1 		$1.77M Buy
50,943
+14,263
+39% +$525K ﹤0.01% 1266
2024
Q4 		$1.22M Buy
36,680
+5,190
+16% +$174K ﹤0.01% 1489
2024
Q3 		$1.01M Buy
31,490
+3,444
+12% +$112K ﹤0.01% 1498
2024
Q2 		$890K Buy
28,046
+3,575
+15% +$109K ﹤0.01% 1494
2024
Q1 		$764K Buy
24,471
+4,228
+21% +$131K ﹤0.01% 1537
2023
Q4 		$720K Buy
20,243
+5,175
+34% +$164K ﹤0.01% 1451
2023
Q3 		$435K Buy
15,068
+5,156
+52% +$158K ﹤0.01% 1653
2023
Q2 		$290K Buy
9,912
+489
+5% +$14.6K ﹤0.01% 1935
2023
Q1 		$303K Buy
9,423
+1,446
+18% +$53.1K ﹤0.01% 1813
2022
Q4 		$293K Buy
+7,977
New +$317K ﹤0.01% 1743

Other funds holding OBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's OBK Position: Q1 2026 in Review

Creative Planning increased its Origin Bancorp (OBK) stake by 26% in Q1 2026, buying an estimated $756K and bringing the position to 89,202 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Creative Planning first reported a position in OBK in Q4 2022 and has held it in 14 quarters since. 190 funds tracked by Wall St. Rank hold OBK as of Q1 2026.

  • Creative Planning held 89,202 shares of Origin Bancorp worth $3.7M as of Q1 2026.
  • Creative Planning bought 18,166 Origin Bancorp shares in Q1 2026, an estimated $756K.
  • Origin Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1418 holding.
  • Creative Planning first reported a position in Origin Bancorp in Q4 2022 and has held it in 14 quarters since.
  • 190 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.